My name is Eddie Beverage. I manage a private investment partnership, Fiver Capital, LLC.
Own with my wife a computer network support company for 30 years, 65 next year, plan to work to 70. Bought first stock in 1966, started more serious investing in 1980's. Follow Bob Brinker long term timer, sold ALL equities Jan 2000, bought back May 2003, QQQ and Baron Growth. Since then, business demands took away investing time, until a couple years ago and now building a DGI portfolio. Converted all traditional IRA's and gains to Roths when company was losing $$, we are Sub-S. Allocation 50% fixed income (low duration now), 50% equities, bought $$ I Bonds in 2001-2 at 3.0% base +cpi, loving these. Building core div blue chips, then some REITS, MLPs and BDCs to boost income. Also own commercial property for income.
I am a graduate student in biostatistics at Emory University in Atlanta, GA, and an individual investor. While my investments are mostly in low-cost index funds, I enjoy analyzing stock market trends and trying to find ways to beat the market.
Right now I'm convinced that the best way to beat the market is to pair a leveraged S&P 500 ETF (e.g. UPRO) with a total bond fund (e.g. BND). With one-third allocated to UPRO and two-thirds to BND, you get a portfolio with beta approximately 1 (depending on the current correlation between stocks and bonds) and alpha two-thirds that of BND's alpha. The result is a portfolio that sort of mimics SPY, but with an extra couple percentage points added on each year.
I favor computational investment methods over traditional fundamental or technical analysis, which require subjective analysis of earnings reports and visual assessments of price charts, respectively.
I have over 30 years in the US Army with the vast majority of it in the Defense Industrial Base (DIB), specifically, in conventional munitions manufacturing though I did nuclear weapons for about a decade. Interesting time for munitions with the winding down of our two wars ongoing. We, the US, is facing the same DIB challenges we did in the 70s to early 80s but I don't think the government will come out of this downsizing with an operational DIB. It's time to turn the munitions industry over to commercial contractors ... though I have to say study after study has recommended that for decades with no action from government. We can no longer afford to ignore good advice. Unless of course, we want to buy old, outdated, and hazardous munitions like we were forced to from Isreal, UK, and Korea for this war.